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Client Service Advisor Jobs (NOW HIRING)

Cambridge

Client Service Advisor

Des Plaines, IL · On-site

Client Service Advisor WealthPlanners is seeking an experienced Client Service Advisor to join our growing team. In this role, you'll serve as a key partner to financial advisors and clients ...

New

Cambridge

Client Service Advisor

Phoenix, AZ · On-site

Client Service Advisor WealthPlanners is seeking an experienced Client Service Advisor to join our growing team. In this role, you'll serve as a key partner to financial advisors and clients ...

New

Cambridge

Client Service Advisor

Fairfield, IA · On-site

Client Service Advisor WealthPlanners is seeking an experienced Client Service Advisor to join our growing team. In this role, you'll serve as a key partner to financial advisors and clients ...

New

Cambridge

Client Service Advisor

West Des Moines, IA · On-site

Client Service Advisor WealthPlanners is seeking an experienced Client Service Advisor to join our growing team. In this role, you'll serve as a key partner to financial advisors and clients ...

New

Digital Check

Client Service Advisor

Alpharetta, GA · On-site

Client Service Advisor The Client Service Advisor (CSA) is a vital member of our customer experience team, responsible for delivering outstanding service through professional, empathetic, and ...

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All JobsClient Service Advisor Jobs

Client Service Advisor information

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How much do client service advisor jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for client service advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

How does a client service advisor typically collaborate with other departments to resolve client issues?

Client Service Advisors frequently work alongside teams such as sales, technical support, and operations to address client needs or resolve concerns. This collaboration often involves coordinating responses, sharing relevant client information, and ensuring that solutions are implemented effectively and promptly. Strong communication and organizational skills are essential, as advisors act as the bridge between the client and internal teams to deliver a seamless service experience.

What is the difference between Client Service Advisor vs Customer Service Representative?

AspectClient Service AdvisorCustomer Service Representative
Required CredentialsHigh school diploma; sometimes certifications in finance or insuranceHigh school diploma or equivalent
Work EnvironmentFinancial institutions, insurance companies, or consulting firmsRetail stores, call centers, or service desks
Employer & Industry UsageFinancial and professional servicesRetail and consumer services
Common Search & Comparison IntentUnderstanding client-focused roles in finance or consultingCustomer support and service roles in retail or call centers

While both roles involve assisting clients or customers, a Client Service Advisor typically works in financial or professional services, providing tailored advice and managing client relationships. In contrast, a Customer Service Representative handles general customer inquiries, often in retail or call centers. The roles differ mainly in industry focus and scope of advisory responsibilities.

What is a client service advisor?

A Client Service Advisor is a professional who supports customers by addressing their inquiries, resolving issues, and ensuring a positive experience with a company's products or services. They act as a main point of contact for clients, handling requests, providing information, and facilitating communication between clients and internal teams. Their goal is to maintain strong client relationships and help meet the client's needs efficiently. Client Service Advisors are commonly found in industries like banking, finance, insurance, and professional services.

What are the key skills and qualifications needed to thrive as a client service advisor?

To thrive as a Client Service Advisor, you need strong customer service skills, problem-solving abilities, and a background in business or finance, often supported by a relevant degree or experience. Familiarity with CRM software, financial products, and communication platforms is typically required. Excellent interpersonal skills, active listening, and the ability to remain calm under pressure help build lasting client relationships. These skills are crucial for delivering high-quality service, resolving issues efficiently, and ensuring client satisfaction and retention.
What cities are hiring for Client Service Advisor jobs? Cities with the most Client Service Advisor job openings:
What states have the most Client Service Advisor jobs? States with the most job openings for Client Service Advisor jobs include:
Client Service Advisor jobs near you
Infographic showing various Client Service Advisor job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

Client Service Advisor

Cambridge

Des Plaines, IL • On-site

Other

Posted 3 days ago

New

Job description

Client Service Advisor

WealthPlanners is seeking an experienced Client Service Advisor to join our growing team. In this role, you'll serve as a key partner to financial advisors and clients, delivering high-touch service, supporting financial planning activities, and helping ensure an exceptional client experience.

The ideal candidate has a strong background in financial services, excels at building relationships, thrives in a collaborative environment, and enjoys solving complex client needs.

What You'll Do:

Client Service & Relationship Management

  • Deliver exceptional service by addressing client questions and providing timely solutions.
  • Research and resolve complex client service issues while keeping advisors informed of progress and outcomes.
  • Serve as a trusted resource for clients, advisors, and internal team members.
  • Communicate next steps clearly and proactively to ensure a seamless client experience.

Advisor & Planning Support

  • Support financial advisors with client servicing, account maintenance, and planning-related activities.
  • Prepare materials for client meetings and ensure all meeting deliverables are accurate and complete.
  • Attend client meetings when requested, take detailed notes, and assist with follow-up action items.
  • Run reports and provide data from portfolio management and financial planning platforms.
  • Review client presentations and planning materials for quality and accuracy.

Operations & Workflow Management

  • Track client workflows, outstanding requests, and deliverables to ensure timely completion.
  • Utilize CRM systems, financial software, and technology platforms to maintain accurate client records.
  • Prepare and submit client maintenance forms and documentation.
  • Develop and maintain written procedures and systems that support team efficiency.

What We Are Looking For

  • 2+ years of financial services, wealth management, or related client service experience.
  • Series 7 license required.
  • Strong understanding of client service processes, financial planning concepts, and operational workflows.
  • Exceptional communication and relationship-building skills.
  • Highly organized with the ability to manage multiple priorities and deadlines.
  • Strong analytical, problem-solving, and critical-thinking abilities.
  • Ability to work independently while collaborating effectively with a team.

Preferred Qualifications

  • Experience supporting financial advisors in a wealth management environment.
  • Familiarity with CRM platforms, portfolio management systems, and financial planning software.
  • Experience handling escalated client issues and complex service requests.

Locations: Hybrid in Phoenix, AZ, Fairfield, IA, Des Moines, IA, or Des Plaines, IL

Why Join WealthPlanners?

At WealthPlanners, we are committed to helping clients pursue their financial goals through personalized advice and exceptional service. We foster a collaborative, professional environment where team members are empowered to grow, contribute innovative ideas, and make a meaningful impact on the lives of clients and advisors alike.

If you're passionate about client service, financial planning, and building lasting relationships, we encourage you to apply.

Apply